How to allow users to create their own goals

Claire Spooner
Claire Spooner
  • Updated

The creating of goals is always done through adding an event containing them to your portfolio. This means that you must first create an event type which contains an embedded goal field.

To allow a user to create their own goal, begin by adding an embedded goal to an event type section.

advance allow custom goals

When this event type is published users will be able to use it to set goals for themselves. They can do this in two ways:

  1. Add this event as they do normally from their timeline or the new event tile on their dashboard
  2. Direct from the goals area of their portfolio

During the creation of this event they will then be shown the embedded goal field that was defined.

advance custom goals

For full detail on how to setup goals and targets please see how to configure goals.

See below for a video on allowing users to create their own goals.

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